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NSLCX Nuveen Symphony Dynamic Credit C

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Fund NSLCX Nuveen Symphony Dynamic Credit C FKLRX Franklin K2 Long Short Credit R  
Similarity
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100% 86%
Annual Fees
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$300.74
(2.96% Exp. Ratio)
$248.93
(2.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.60% annual return
$6,541.94 $7,655.99
Est. savings over 30 yrs +$1,114.05
Return
As of 10/31/16
1 YR RETURN -4.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.39%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return. The fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes (including assets acquired through the fund's short sales) in debt securities, including exchange-traded funds that provide exposure to debt securities. It generally will obtain short investment exposures to debt securities through derivative instruments that provide exposure to debt securities and through short sales of ETFs, although it may also engage in short sales of individual debt securities. The fund may invest without limit in debt securities that are rated below investment-grade.
The investment seeks total return through a combination of current income, capital preservation and capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in credit-related investments. "Credit-related investments" include, but are not limited to: U.S. or foreign debt obligations of any credit quality, maturity or duration; all varieties of fixed income, variable rate and floating rate debt securities and investments; and derivatives, such as swap agreements, futures contracts and options, and other transactions and instruments that provide exposure to credit-related investments.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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